{"id":2116,"date":"2015-12-30T22:09:30","date_gmt":"2015-12-30T22:09:30","guid":{"rendered":"https:\/\/help.studentclearinghouse.org\/schoolsecuresite\/?post_type=ht_kb&#038;p=2116"},"modified":"2026-10-23T14:07:12","modified_gmt":"2026-10-23T14:07:12","slug":"user-role-types-3","status":"publish","type":"ht_kb","link":"https:\/\/help.studentclearinghouse.org\/schoolsecuresite\/knowledge-base\/user-role-types-3\/","title":{"rendered":"User Role Types"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">To help you select the appropriate user role(s) for each contact account, please review the following descriptions as you manage your users. Schools can only have one contact assigned to role types that are marked with an asterisk (<strong><span style=\"color: #ff0000;\">*<\/span><\/strong>).<\/p>\n\n\n\n<div class=\"wp-block-ht-block-toc  is-style-outline htoc htoc--position-wide toc-list-style-plain\" data-htoc-state=\"expanded\" data-htoc-scrollspy=\"false\" data-htoc-auto-collapse=\"false\" data-htoc-mapping-headers=\"[false,true,true,true,true,true]\"><span class=\"htoc__title\"><span class=\"ht_toc_title\">Table of Contents<\/span><span class=\"htoc__toggle\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\"><g fill=\"#444\"><path d=\"M15 7H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><path d=\"M15 1H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1zM15 13H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><\/g><\/svg><\/span><\/span><div class=\"htoc__itemswrap\"><ul class=\"ht_toc_list\"><li class=\"\"><a href=\"#htoc-organization\">Organization Contacts<\/a><\/li><li class=\"\"><a href=\"#htoc-degreeverify-data-provider1\">DegreeVerify Data Provider<\/a><\/li><li class=\"\"><a href=\"#htoc-enrollmentverify-data-provider1\">EnrollmentVerify Data Provider<\/a><\/li><li class=\"\"><a href=\"#htoc-financial-value-transparency-amp-gainful-employment-fvt-ge1\">Financial Value Transparency &amp; Gainful Employment (FVT\/GE)<\/a><\/li><li class=\"\"><a href=\"#htoc-myhub1\">Myhub<\/a><\/li><li class=\"\"><a href=\"#htoc-postsecondary-data-partnership-pdp\">Postsecondary Data Partnership (PDP)<\/a><ul class=\"ht_toc_child_list\"><\/ul><\/li><li class=\"\"><a href=\"#htoc-studenttracker1\">StudentTracker<\/a><\/li><li class=\"\"><a href=\"#htoc-transcript-services1\">Transcript Services<\/a><ul class=\"ht_toc_child_list\"><\/ul><\/li><li class=\"\"><a href=\"#htoc-helpful-tips-amp-reminders1\">Helpful Tips &amp; Reminders<\/a><ul class=\"ht_toc_child_list\"><\/ul><\/li><\/ul><\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-border-color has-alpha-channel-opacity has-border-background-color has-background is-style-wide\"\/>\n\n\n\n<h3 id=\"htoc-organization\" class=\"wp-block-heading\">Organization Contacts<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li id=\"htoc-additional-executive-the-institution-s-director-or-dean-of-enrollment-management-or-any-other-executive-level-position-that-oversees-the-registrar-and-possibly-the-financial-aid-manager-director-this-person-may-be-contacted-to-answer-enrollment-related-questions-if-the-executive-contact-is-not-available\"><strong>Additional Executive:<\/strong>\u00a0The institution\u2019s director or dean of enrollment management or any other executive-level position that oversees the registrar and possibly the financial aid manager\/director. This person may be contacted to answer enrollment-related questions if the executive contact is not available.<\/li>\n\n\n\n<li id=\"htoc-billing-typically-this-individual-works-in-the-accounts-payable-division-and-will-be-contacted-regarding-outstanding-invoices\"><strong>Billing<span style=\"color: #ff0000;\">*<\/span><\/strong><strong>:<\/strong>\u00a0Typically, this individual works in the accounts\u2019 payable division and will be contacted regarding outstanding invoices.<\/li>\n\n\n\n<li id=\"htoc-certification-address-the-mailing-address-and-main-contact-number-for-the-institution-s-registrar-office\"><strong>Certification Address<span style=\"color: #ff0000;\">*<\/span><\/strong><strong>:<\/strong>\u00a0The mailing address and main contact number for the institution\u2019s registrar office.<\/li>\n\n\n\n<li id=\"htoc-data-upload-this-person-is-responsible-for-uploading-enrollment-reporting-degreeverify-and-or-advanced-registration-data-this-role-requires-access-to-our-secure-site-and-a-web-user-id\"><strong>Data Upload:<\/strong> This person is responsible for uploading Enrollment Reporting, DegreeVerify, and\/or Advanced Registration data. This role requires access to our secure site and a Web user ID.<\/li>\n\n\n\n<li id=\"htoc-director-of-admissions-this-person-is-responsible-for-recruiting-and-marketing-at-the-institution-titles-may-include-enrollment-management-admissions-recruitment-etc\"><strong>Director of Admissions:<\/strong>\u00a0This person is responsible for recruiting and marketing at the institution. Titles may include enrollment management, admissions, recruitment, etc.<\/li>\n\n\n\n<li id=\"htoc-edi-this-person-is-responsible-for-edi-implementation-at-the-institution\"><strong>EDI:<\/strong>\u00a0This person is responsible for EDI implementation at the institution.<\/li>\n\n\n\n<li id=\"htoc-executive-the-institution-s-director-or-dean-of-enrollment-management-or-any-other-executive-level-position-that-oversees-the-registrar-and-possibly-the-financial-aid-manager-director\"><strong>Executive<span style=\"color: #ff0000;\">*<\/span><\/strong><strong>:<\/strong>\u00a0The institution\u2019s director or dean of enrollment management or any other executive-level position that oversees the registrar and possibly the financial aid manager\/director.<\/li>\n\n\n\n<li id=\"htoc-financial-aid-director-the-person-is-directly-responsible-for-the-determination-and-administration-of-federal-student-financial-aid\"><strong>Financial Aid Director<span style=\"color: #ff0000;\">*<\/span><\/strong><strong>:\u00a0<\/strong>The person is directly responsible for the determination and administration of federal student financial aid.<\/li>\n\n\n\n<li id=\"htoc-ftp-the-point-of-contact-for-maintaining-the-institution-s-secure-ftp-account-if-the-institution-participates-in-the-clearinghouse-s-studenttracker-service-this-person-also-receives-notification-emails-from-the-ftp-service-when-a-file-is-uploaded-and-when-studenttracker-reports-are-ready-for-downloading-this-role-alone-does-not-have-access-to-the-studenttracker-user-interface\"><strong>FTP:<\/strong>\u00a0The point of contact for maintaining the institution\u2019s secure FTP account. If the institution participates in the Clearinghouse\u2019s StudentTracker<sup>\u00ae<\/sup>\u00a0service, this person\u00a0also receives notification emails from the\u00a0FTP service when a file is uploaded and when StudentTracker<sup>\u00ae<\/sup>\u00a0reports are ready\u00a0for downloading. (This role alone does not have access to the StudentTracker user interface.)<\/li>\n\n\n\n<li id=\"htoc-hr-director-human-resources-senior-manager-or-director-for-the-institution\"><strong>HR Director:<\/strong>\u00a0Human resources senior manager or director for the institution.<\/li>\n\n\n\n<li id=\"htoc-institutional-research-director-the-person-responsible-for-coordinating-the-institution-s-analysis-and-retention-study-efforts\"><strong>Institutional Research Director<span style=\"color: #ff0000;\">*<\/span><\/strong><strong>:<\/strong>\u00a0The person responsible for coordinating the institution\u2019s analysis and retention study efforts.<\/li>\n\n\n\n<li id=\"htoc-online-update-this-individual-can-view-student-enrollment-and-submit-enrollment-updates-via-the-clearinghouse-secure-site-this-role-requires-access-to-our-secure-site-and-a-web-user-id\"><strong>Online Update:\u00a0<\/strong>This individual can view student enrollment and submit enrollment updates via the Clearinghouse secure site. This role requires access to our secure site and a Web user ID.<\/li>\n\n\n\n<li id=\"htoc-operations-the-overall-go-to-contact-who-is-knowledgeable-about-the-institution-s-operations-and-is-usually-available-when-needed\"><strong>Operations:<\/strong>\u00a0The overall go-to contact, who is knowledgeable about the institution\u2019s operations and is usually available when needed.<\/li>\n\n\n\n<li id=\"htoc-other-a-contact-whose-role-or-job-title-is-not-specified\"><strong>Other:<\/strong>\u00a0A contact whose role or job title is not specified.<\/li>\n\n\n\n<li id=\"htoc-perkins-loan-manager-the-person-responsible-for-the-administration-of-the-perkins-loan-program-at-the-institution\"><strong>Perkins Loan Manager<span style=\"color: #ff0000;\">*<\/span><\/strong><strong>:<\/strong>\u00a0The person responsible for the administration of the Perkins Loan Program at the institution.<\/li>\n\n\n\n<li id=\"htoc-programmer-technical-the-individual-whom-the-clearinghouse-will-contact-if-there-are-problems-with-your-file-format-or-we-are-unable-to-read-and-process-your-file\"><strong>Programmer\/Technical<span style=\"color: #ff0000;\">*<\/span><\/strong><strong>:\u00a0<\/strong>The individual whom the Clearinghouse will contact if there are problems with your file format or we are unable to read and process your file.<\/li>\n\n\n\n<li id=\"htoc-registrar-the-person-directly-responsible-for-maintaining-enrollment-and-academic-records-and-who-serves-as-the-institution-s-registrar-or-in-a-similar-role-e-g-director-or-dean-of-records\"><strong>Registrar<span style=\"color: #ff0000;\">*<\/span><\/strong><strong>:\u00a0<\/strong>The person directly responsible for maintaining enrollment and academic records and who serves as the institution\u2019s registrar or in a similar role (e.g., director or dean of records).<\/li>\n\n\n\n<li id=\"htoc-relationship-executive-either-the-registrar-or-financial-aid-director-that-supervises-the-submission-data-contact\"><strong>Relationship Executive<span style=\"color: #ff0000;\">*<\/span><\/strong><strong>:\u00a0<\/strong>Either the registrar or financial aid director that supervises the submission data contact.<\/li>\n\n\n\n<li id=\"htoc-reports-this-individual-will-receive-email-notification-related-to-the-processing-results-of-your-institution-s-enrollment-file-a-web-id-is-recommended\"><strong>Reports:<\/strong>\u00a0This individual will receive email notification related to the processing results of your institution\u2019s enrollment file. A Web ID is recommended.<\/li>\n\n\n\n<li id=\"htoc-submission-data-the-person-who-ensures-the-institution-s-enrollment-data-is-transmitted-on-schedule-and-resolves-discrepancies-in-the-institution-s-file-a-web-id-is-recommended\"><strong>Submission Data<span style=\"color: #ff0000;\">*<\/span><\/strong><strong>:<\/strong>\u00a0The person who ensures the institution\u2019s enrollment data is transmitted on schedule and resolves discrepancies in the institution\u2019s file. A Web ID is recommended.<\/li>\n\n\n\n<li id=\"htoc-submission-data-alternate-if-the-submission-data-contact-is-unavailable-this-person-may-be-contacted-to-resolve-any-data-discrepancies-that-appear-in-your-file-or-answer-enrollment-related-questions-a-web-id-is-recommended\"><strong>Submission Data Alternate:<\/strong>\u00a0If the submission data contact is unavailable, this person may be contacted to resolve any data discrepancies that appear in your file or answer enrollment-related questions. A Web ID is recommended.<\/li>\n\n\n\n<li id=\"htoc-user-administrator-this-person-can-designate-manage-and-remove-user-access-to-your-secure-clearinghouse-accounts-and-update-contact-information-for-non-web-users-by-submitting-requests-the-user-administrator-authorizes-the-clearinghouse-to-process-them-requires-a-web-user-id\"><strong>User Administrator:<\/strong>\u00a0This person can designate, manage, and remove user access to your secure Clearinghouse accounts and update contact information for non-Web users. By submitting requests, the user administrator authorizes the Clearinghouse to process them. Requires a Web user ID.<\/li>\n\n\n\n<li id=\"htoc-web-access-this-person-can-view-student-enrollment-and-notification-histories-as-well-as-institution-level-information-such-as-your-institution-s-transmission-schedule-and-sscr-processing-history-requires-a-web-user-id\"><strong>Web Access:<\/strong>\u00a0This person can view student enrollment and notification histories as well as institution-level information, such as your institution\u2019s transmission schedule and SSCR processing history. Requires a Web user ID.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-border-color has-alpha-channel-opacity has-border-background-color has-background is-style-wide\"\/>\n\n\n\n<h3 id=\"htoc-degreeverify-data-provider1\" class=\"wp-block-heading\">DegreeVerify Data Provider<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li id=\"htoc-degree-online-update-this-person-is-authorized-to-add-new-degree-records-via-the-clearinghouse-secure-site-and-view-and-request-reports-regarding-your-verification-services-account-requires-a-web-user-id\"><strong>Degree Online Update:<\/strong>\u00a0This person is authorized to add new degree records via the Clearinghouse secure site, and view and request reports regarding your Verification Services account. Requires a Web user ID.<\/li>\n\n\n\n<li id=\"htoc-degree-research-this-individual-will-be-contacted-when-additional-information-is-needed-from-the-institution-in-order-to-respond-to-a-degree-verification-request-the-contact-will-provide-student-degree-information-to-the-clearinghouse-or-determine-why-the-degree-can-t-be-confirmed-this-person-can-view-and-request-reports-regarding-the-institution-s-verification-services-account-requires-a-web-user-id\"><strong>Degree Research:<\/strong>\u00a0This individual will be contacted when additional information is needed from the institution in order to respond to a degree verification request. The contact will provide student degree information to the Clearinghouse or determine why the degree can\u2019t be confirmed. This person can view and request reports regarding the institution\u2019s Verification Services account. Requires a Web user ID.<\/li>\n\n\n\n<li id=\"htoc-degreeverify-coordinator-this-individual-will-be-contacted-when-additional-information-is-needed-from-the-institution-in-order-to-respond-to-a-degree-verification-request-the-contact-will-provide-student-degree-information-to-the-clearinghouse-or-determine-why-the-degree-can-t-be-confirmed-this-person-can-view-and-request-reports-regarding-the-institution-s-verification-services-account-a-web-id-is-recommended\"><strong>DegreeVerify Coordinator:<\/strong>\u00a0This individual will be contacted when additional information is needed from the institution in order to respond to a degree verification request. The contact will provide student degree information to the Clearinghouse or determine why the degree can\u2019t be confirmed. This person can view and request reports regarding the institution\u2019s Verification Services account. A Web ID is recommended.<\/li>\n\n\n\n<li id=\"htoc-other-a-contact-whose-role-or-job-title-is-not-specified1\"><strong>Other:\u00a0<\/strong>A contact whose role or job title is not specified.<\/li>\n\n\n\n<li id=\"htoc-service-administrator-combined-with-the-user-administrator-role-this-individual-can-create-and-edit-custom-verification-services-institution-messages-combined-with-the-degree-online-update-degree-research-or-degreeverify-coordinator-role-this-person-can-reassign-verifications-to-institutions-within-their-group-provided-that-the-option-has-been-implemented-by-the-institution-requires-a-web-user-id\"><strong>Service Administrator:\u00a0<\/strong>Combined with the User Administrator role, this individual can create and edit custom Verification Services institution messages. Combined with the Degree Online Update, Degree Research, or DegreeVerify Coordinator role, this person can reassign verifications to institutions within their group (provided that the option has been implemented by the institution). Requires a Web user ID.<\/li>\n\n\n\n<li id=\"htoc-surcharge-contact-this-person-is-responsible-for-coordinating-institution-surcharges\"><strong>Surcharge Contact:\u00a0<\/strong>This person is responsible for coordinating institution surcharges.<\/li>\n\n\n\n<li id=\"htoc-web-access-this-person-can-access-the-clearinghouse-secure-site-requires-a-web-user-id\"><strong>Web Access:<\/strong>\u00a0This person can access the Clearinghouse secure site (requires a Web user ID).<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-border-color has-alpha-channel-opacity has-border-background-color has-background is-style-wide\"\/>\n\n\n\n<h3 id=\"htoc-enrollmentverify-data-provider1\" class=\"wp-block-heading\">EnrollmentVerify Data Provider<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li id=\"htoc-other-a-contact-whose-role-or-job-title-is-not-specified11\"><strong>Other:\u00a0<\/strong>A contact whose role or job title is not specified.<\/li>\n\n\n\n<li id=\"htoc-service-administrator-combined-with-the-user-administrator-role-this-individual-can-create-and-edit-the-custom-verification-services-institution-message-requires-a-web-user-id\"><strong>Service Administrator:<\/strong>\u00a0Combined with the User Administrator role, this individual can create and edit the custom Verification Services institution message. Requires a Web user ID.<\/li>\n\n\n\n<li id=\"htoc-web-access-this-person-can-access-the-clearinghouse-secure-site-requires-a-web-user-id1\"><strong>Web Access:<\/strong>\u00a0This person can access the Clearinghouse secure site (requires a Web user ID).<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-border-color has-alpha-channel-opacity has-border-background-color has-background is-style-wide\"\/>\n\n\n\n<h3 id=\"htoc-financial-value-transparency-amp-gainful-employment-fvt-ge1\" class=\"wp-block-heading\">Financial Value Transparency &amp; Gainful Employment (FVT\/GE)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><em><strong>Note:<\/strong> Assign either the Financial Aid Officer or Financial Aid Viewer role type to a user. Do not assign both role types to a single user.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li id=\"htoc-financial-aid-officer-this-user-role-has-access-to-manage-fvt-ge-reporting-for-your-institution-on-the-clearinghouse-secure-site-including-the-ability-to-download-and-upload-data-and-receive-clearinghouse-system-generated-email-alerts-related-to-the-fvt-ge-process-your-user-administrator-can-assign-this-role-to-one-or-more-administrators-at-your-institution-after-your-institution-s-fvt-ge-service-agreement-is-active-with-the-clearinghouse-requires-a-web-user-id-a-submission-data-or-submission-data-alternate-role-is-also-required\"><strong>Financial Aid Officer: <\/strong>This user role has access to manage FVT\/GE reporting for your institution on the Clearinghouse secure site, including the ability to download and upload data and receive Clearinghouse system-generated email alerts related to the FVT\/GE process. Your User Administrator can assign this role to one or more administrators at your institution after your institution\u2019s FVT\/GE Service Agreement is active with the Clearinghouse. Requires a Web user ID. A <em>Submission Data<\/em> or <em>Submission Data Alternate<\/em> role is also required.<\/li>\n\n\n\n<li id=\"htoc-financial-aid-viewer-this-individual-can-view-and-download-for-your-institution-s-fvt-ge-reporting-on-the-clearinghouse-secure-site-but-cannot-update-or-upload-data-this-role-type-will-receive-clearinghouse-system-generated-email-alerts-related-to-the-fvt-ge-process-your-user-administrator-can-assign-this-role-to-one-or-more-administrators-at-your-institution-after-your-institution-s-fvt-ge-service-agreement-is-active-with-the-clearinghouse-requires-a-web-user-id\"><strong>Financial Aid Viewer:<\/strong> This individual can view and download for your institution\u2019s FVT\/GE reporting on the Clearinghouse secure site but cannot update or upload data. This role type will receive Clearinghouse system-generated email alerts related to the FVT\/GE process. Your User Administrator can assign this role to one or more administrators at your institution after your institution\u2019s FVT\/GE Service Agreement is active with the Clearinghouse. Requires a Web user ID.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-border-color has-alpha-channel-opacity has-border-background-color has-background is-style-wide\"\/>\n\n\n\n<h3 id=\"htoc-myhub1\" class=\"wp-block-heading\">Myhub<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li id=\"htoc-myhub-administrator-this-individual-is-authorized-to-request-changes-to-myhub-service-options-and-configuration-settings\"><strong>Myhub Administrator:<\/strong> This individual is authorized to request changes to Myhub service options and configuration settings.<\/li>\n\n\n\n<li id=\"htoc-myhub-it-administrator-this-individual-is-authorized-to-request-changes-to-single-sign-on-integration-parameters-for-the-institution-s-myhub-service\"><strong>Myhub IT Administrator:<\/strong> This individual is authorized to request changes to single sign-on integration parameters for the institution\u2019s Myhub service.<\/li>\n\n\n\n<li id=\"htoc-myhub-publicized-contact-for-students-only-contact-information-for-students-who-need-to-contact-the-institution-for-record-questions-and-or-updates\"><strong>Myhub Publicized Contact:<\/strong> FOR STUDENTS ONLY: Contact information for students who need to contact the institution for record questions and\/or updates.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-border-color has-alpha-channel-opacity has-border-background-color has-background is-style-wide\"\/>\n\n\n\n<h3 id=\"htoc-postsecondary-data-partnership-pdp\" class=\"wp-block-heading\">Postsecondary Data Partnership (PDP)<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li id=\"htoc-data-authorizer-this-user-role-manages-permissions-to-enable-and-disable-access-to-an-institution-s-data\"><strong>Data Authorizer: <\/strong>This user role manages permissions to enable and disable access to an institution\u2019s data.<\/li>\n<\/ul>\n\n\n\n<h4 id=\"htoc-data-provider\" class=\"wp-block-heading\">Data Provider<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li id=\"htoc-billing-this-user-role-will-receive-invoices-for-the-pdp-service\"><strong>Billing: <\/strong>This user role will receive invoices for the PDP service.<\/li>\n\n\n\n<li id=\"htoc-ftp-this-user-role-indicates-that-the-user-has-been-added-to-the-pdp-ftp-mailbox-notification-list-ftp-mailbox-allows-access-view-of-data-submission-and-analysis-ready-files-this-is-for-tracking-purposes-only\"><strong>FTP: <\/strong>This user role indicates that the user has been added to the PDP FTP Mailbox notification list. FTP Mailbox allows access\/view of data submission and analysis-ready files. This is for tracking purposes only.<\/li>\n\n\n\n<li id=\"htoc-pdp-data-submission-this-user-role-provides-access-to-the-file-submission-summary-page-where-users-can-view-the-status-of-submitted-data-files-this-role-is-required-if-the-user-is-responsible-for-submitting-pdp-data-and-if-the-user-needs-to-review-errors-in-the-file-for-re-submission-requires-a-web-user-id\"><strong>PDP Data Submission: <\/strong>This user role provides access to the File Submission summary page where users can view the status of submitted data files. This role is required if the user is responsible for submitting PDP data and if the user needs to review errors in the file for re-submission. Requires a Web user ID.<\/li>\n\n\n\n<li id=\"htoc-view-dashboard-reports-this-user-role-provides-access-to-the-pdp-aggregated-dashboards-requires-a-web-user-id-please-note-that-a-user-provided-this-role-will-receive-access-to-the-dashboards-on-the-following-day\"><strong>View Dashboard Reports: <\/strong>This user role provides access to the PDP aggregated dashboards. Requires a Web user ID. Please note that a user provided this role will receive access to the dashboards on the following day.<\/li>\n<\/ul>\n\n\n\n<h4 id=\"htoc-data-requestor\" class=\"wp-block-heading\">Data Requestor<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li id=\"htoc-billing-this-user-role-will-receive-invoices-for-the-pdp-service1\"><strong>Billing: <\/strong>This user role will receive invoices for the PDP service.<\/li>\n\n\n\n<li id=\"htoc-ftp-this-user-role-indicates-that-the-user-has-been-added-to-pdp-ftp-mailbox-notification-list-ftp-mailbox-allows-access-view-of-analysis-ready-files-this-is-for-tracking-purposes-only\"><strong>FTP: <\/strong>This user role indicates that the user has been added to PDP FTP Mailbox notification list. FTP Mailbox allows access\/view of analysis-ready files. This is for tracking purposes only.<\/li>\n\n\n\n<li id=\"htoc-view-dashboard-reports-this-user-role-provides-access-to-the-pdp-aggregated-dashboards-requires-a-web-user-id-please-note-that-a-user-provided-this-role-will-receive-access-to-the-dashboards-on-the-following-day1\"><strong>View Dashboard Reports:<\/strong> This user role provides access to the PDP aggregated dashboards. Requires a Web user ID. Please note that a user provided this role will receive access to the dashboards on the following day.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-border-color has-alpha-channel-opacity has-border-background-color has-background is-style-wide\"\/>\n\n\n\n<h3 id=\"htoc-studenttracker1\" class=\"wp-block-heading\">StudentTracker<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li id=\"htoc-st-billing-the-person-who-receives-invoices-for-our-studenttracker-service\"><strong>ST Billing<span style=\"color: #ff0000;\">*<\/span><\/strong><strong>:\u00a0<\/strong>The person who receives invoices for our StudentTracker<sup>\u00ae<\/sup>\u00a0service.<\/li>\n\n\n\n<li id=\"htoc-studenttracker-executive-this-individual-is-responsible-for-the-studenttracker-contractual-relationship\"><strong>StudentTracker<sup>\u00ae\u00a0<\/sup>Executive<span style=\"color: #ff0000;\">*<\/span><\/strong><strong>:<\/strong>\u00a0This individual is responsible for the StudentTracker<sup>\u00ae<\/sup>\u00a0contractual relationship.<\/li>\n\n\n\n<li id=\"htoc-studenttracker-reports-this-individual-receives-email-notifications-when-studenttracker-reports-are-ready-for-download-and-can-also-access-the-user-interface-to-see-the-status-of-the-files\"><strong>StudentTracker<sup>\u00ae<\/sup>\u00a0Reports:<\/strong>\u00a0This individual receives email notifications when StudentTracker<sup>\u00ae<\/sup>\u00a0reports are ready for download and can also access the user interface to see the status of the files.<\/li>\n\n\n\n<li id=\"htoc-studenttracker-submissions-this-individual-uploads-studenttracker-files-via-the-ftp-service-receives-the-email-notification-regarding-the-file-s-validation-status-and-can-access-the-user-interface-to-see-the-status-of-the-files\"><strong>StudentTracker<sup>\u00ae<\/sup>\u00a0Submissions:<\/strong>\u00a0This individual uploads StudentTracker<sup>\u00ae<\/sup>\u00a0files via the FTP service, receives the email notification regarding the file\u2019s validation status, and can access the user interface to see the status of the files.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-border-color has-alpha-channel-opacity has-border-background-color has-background is-style-wide\"\/>\n\n\n\n<h3 id=\"htoc-transcript-services1\" class=\"wp-block-heading\">Transcript Services<\/h3>\n\n\n\n<h4 id=\"htoc-etx-plus\" class=\"wp-block-heading\">ETX Plus<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li id=\"htoc-receive-transcripts-the-person-responsible-for-receiving-transcripts-on-behalf-of-the-designated-office-or-department-of-the-institution\"><strong>Receive Transcripts:<\/strong> The person responsible for receiving transcripts on behalf of the designated office or department of the institution.<\/li>\n\n\n\n<li id=\"htoc-receive-email-notification-this-person-receives-email-notifications-regarding-received-transcripts-pending-from-the-electronic-transcript-exchange-mailbox\"><strong>Receive Email Notification:<\/strong> This person receives email notifications regarding received transcripts pending from the Electronic Transcript Exchange mailbox.<\/li>\n<\/ul>\n\n\n\n<h4 id=\"htoc-transcript-ordering\" class=\"wp-block-heading\">Transcript Ordering<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li id=\"htoc-transcript-coordinator-coordinates-transcript-ordering-status-updates-and-order-fulfillment-requires-a-web-user-id\"><strong>Transcript Coordinator:<\/strong>\u00a0Coordinates Transcript Ordering status updates and order fulfillment (requires a Web user ID).<\/li>\n\n\n\n<li id=\"htoc-transcript-coordinator-secured-responsible-for-coordinating-transcript-ordering-remittance-and-order-fulfillment-but-has-a-limited-view-of-social-security-number-ssn\"><strong>Transcript Coordinator Secured<\/strong>: Responsible for coordinating Transcript Ordering remittance and order fulfillment, but has a limited view of Social Security number (SSN).<\/li>\n\n\n\n<li id=\"htoc-transcript-sis-technical-responsible-for-the-technical-cloud-configurations-for-nextgen\"><strong>Transcript SIS Technical: <\/strong>Responsible for the technical cloud configurations for NextGen.<\/li>\n\n\n\n<li id=\"htoc-transcript-staff-processes-transcript-orders-requires-a-web-user-id\"><strong>Transcript Staff:<\/strong>\u00a0Processes transcript orders (requires a Web user ID).<\/li>\n\n\n\n<li id=\"htoc-transcript-staff-secured-responsible-for-processing-transcript-orders-but-has-a-limited-view-of-social-security-number-ssn\"><strong>Transcript Staff Secured<\/strong>: Responsible for processing transcript orders, but has a limited view of Social Security number (SSN).<\/li>\n\n\n\n<li id=\"htoc-ts-ordering-profile-admin-customizes-transcript-ordering-configurations-for-the-public-ordering-site\"><strong>TS Ordering Profile Admin<\/strong>: Customizes Transcript Ordering configurations for the public ordering site.<\/li>\n<\/ul>\n\n\n\n<h4 id=\"htoc-third-party-ordering-tpo-admissions\" class=\"wp-block-heading\">Third-Party Ordering (TPO) Admissions<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li id=\"htoc-admission-coordinator-this-individual-can-order-transcripts-for-your-institution-as-well-as-view-the-status-of-transcript-orders-and-reports\"><strong>Admission Coordinator:<\/strong>\u00a0This individual can order transcripts for your institution, as well as view the status of transcript orders and reports.<\/li>\n\n\n\n<li id=\"htoc-admission-coordinator-secured-this-individual-can-order-transcripts-for-your-institution-view-the-status-of-ordered-transcripts-and-reports-but-has-a-limited-view-of-the-social-security-number-ssn\"><strong>Admission Coordinator Secured:<\/strong>\u00a0This individual can order transcripts for your institution, view the status of ordered transcripts and reports, but has a limited view of the Social Security number (SSN).<\/li>\n\n\n\n<li id=\"htoc-admissions-staff-this-individual-can-view-the-status-of-transcripts-ordered-by-your-institution\"><strong>Admissions Staff:<\/strong> This individual can view the status of transcripts ordered by your institution.<\/li>\n\n\n\n<li id=\"htoc-admissions-staff-secured-this-individual-can-view-the-status-of-transcripts-ordered-by-your-institution-but-has-a-limited-view-of-the-social-security-number-ssn\"><strong>Admissions Staff Secured:<\/strong> This individual can view the status of transcripts ordered by your institution but has a limited view of the Social Security number (SSN).<\/li>\n\n\n\n<li id=\"htoc-admissions-billing-this-individual-is-responsible-for-the-charges-accrued-for-transcripts-ordered-by-your-institution\"><strong>Admissions Billing:<\/strong> This individual is responsible for the charges accrued for transcripts ordered by your institution.<\/li>\n<\/ul>\n\n\n\n<h4 id=\"htoc-third-party-ordering-tpo-registrar\" class=\"wp-block-heading\">Third-Party Ordering (TPO) Registrar<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li id=\"htoc-transcript-registrar-billing-the-individual-responsible-for-paying-invoices-for-transcript-orders-when-applicable-student-and-registrar-orders-only\"><strong>Transcript Registrar Billing:<\/strong> The individual responsible for paying invoices for transcript orders, when applicable (student and registrar orders only).<\/li>\n\n\n\n<li id=\"htoc-transcript-registrar-ordering-this-individual-can-order-transcripts-from-your-institution\"><strong>Transcript Registrar Ordering:<\/strong> This individual can order transcripts from your institution.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-border-color has-alpha-channel-opacity has-border-background-color has-background is-style-wide\"\/>\n\n\n\n<h3 id=\"htoc-helpful-tips-amp-reminders1\" class=\"wp-block-heading\">Helpful Tips &amp; Reminders<\/h3>\n\n\n\n<h4 id=\"htoc-required-roles\" class=\"wp-block-heading\">Required Roles<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li id=\"htoc-organization-level-user-administrator-ftp-reports-st-billing-transcript-accts-receivable-transcript-coordinator\"><strong>Organization Level:<\/strong> User Administrator, FTP, Reports, ST Billing, Transcript Accts Receivable, Transcript Coordinator<\/li>\n\n\n\n<li id=\"htoc-degreeverify-data-provider-service-agreement-level-degree-research-degreeverify-coordinator-service-administrator-surcharge-contact\"><strong>DegreeVerify Data Provider service agreement level:<\/strong> Degree Research, DegreeVerify Coordinator, Service Administrator, Surcharge Contact<\/li>\n\n\n\n<li id=\"htoc-enrollmentverify-data-provider-service-agreement-level-service-administrator\"><strong>EnrollmentVerify Data Provider service agreement level:<\/strong> Service Administrator<\/li>\n<\/ul>\n\n\n\n<h4 id=\"htoc-one-time-use-roles\" class=\"wp-block-heading\">One-Time Use Roles<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li id=\"htoc-billing\">Billing<\/li>\n\n\n\n<li id=\"htoc-certification-address\">Certification Address<\/li>\n\n\n\n<li id=\"htoc-executive\">Executive<\/li>\n\n\n\n<li id=\"htoc-financial-aid-director\">Financial Aid Director<\/li>\n\n\n\n<li id=\"htoc-institutional-research-director\">Institutional Research Director<\/li>\n\n\n\n<li id=\"htoc-perkins-loan-manager\">Perkins Loan Manager<\/li>\n\n\n\n<li id=\"htoc-programmer-technical\">Programmer\/Technical<\/li>\n\n\n\n<li id=\"htoc-registrar\">Registrar<\/li>\n\n\n\n<li id=\"htoc-relationship-executive\">Relationship Executive<\/li>\n\n\n\n<li id=\"htoc-studenttracker-executive\">StudentTracker<sup>\u00ae<\/sup> Executive<\/li>\n\n\n\n<li id=\"htoc-submission-data\">Submission Data<\/li>\n\n\n\n<li id=\"htoc-trio-program-director\">TRIO Program Director<\/li>\n<\/ul>\n\n\n\n<h4 id=\"htoc-tips\" class=\"wp-block-heading\">Tips<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li id=\"htoc-once-deleted-a-user-can-be-added-back-manually-if-needed\">Once deleted, a user can be added back manually if needed<\/li>\n\n\n\n<li id=\"htoc-user-ids-cannot-be-reused\">User IDs cannot be reused<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to select the appropriate user roles.<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[54],"ht-kb-tag":[],"class_list":["post-2116","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-accountmanagementtab"],"_links":{"self":[{"href":"https:\/\/help.studentclearinghouse.org\/schoolsecuresite\/wp-json\/wp\/v2\/ht-kb\/2116","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.studentclearinghouse.org\/schoolsecuresite\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.studentclearinghouse.org\/schoolsecuresite\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.studentclearinghouse.org\/schoolsecuresite\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.studentclearinghouse.org\/schoolsecuresite\/wp-json\/wp\/v2\/comments?post=2116"}],"version-history":[{"count":36,"href":"https:\/\/help.studentclearinghouse.org\/schoolsecuresite\/wp-json\/wp\/v2\/ht-kb\/2116\/revisions"}],"predecessor-version":[{"id":3874,"href":"https:\/\/help.studentclearinghouse.org\/schoolsecuresite\/wp-json\/wp\/v2\/ht-kb\/2116\/revisions\/3874"}],"wp:attachment":[{"href":"https:\/\/help.studentclearinghouse.org\/schoolsecuresite\/wp-json\/wp\/v2\/media?parent=2116"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.studentclearinghouse.org\/schoolsecuresite\/wp-json\/wp\/v2\/ht-kb-category?post=2116"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.studentclearinghouse.org\/schoolsecuresite\/wp-json\/wp\/v2\/ht-kb-tag?post=2116"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}